Sentences with phrase «presented to our client base»

Our deal flow is sourced by our team and presented to our client base of new and experienced angel investors, high net - worth individuals, institutional investors, family offices, wealth managers, and Registered Investment Advisors.

Not exact matches

The company's calculator lets advisors account for the time and resources involved with providing services to clients and the basis for pricing they can present to clients, Clark adds.

When they are marketing their services to the investing public and enticing clients into handing over their hard - earned savings, these sales - based financial professionals present themselves as «trusted advisors» whose only concern is their clients» best interest.

In addition, financial planners must «make diligent inquiry of each client,» at the beginning of the relationship and on an ongoing basis, to assess the client's financial condition and present and future goals.

I participate and present at advanced doula trainings, international birth and childbirth education conferences, and local birth groups so that I can continue to remain up to date on current birth practices and evidence - based research that will support my doula and childbirth education clients.

Mindfulness - Based Stress Reduction: Life Skills for the Professional Care Provider As care providers we are called upon to give not only expert knowledge and technical skills but to be fully present as we attend to our clients needs with empathy and compassion.

Join some of the leading experts on applying mindfulness in clinical practice, and learn how to tailor mindfulness practices to your individual clients based on their history, personality, age, religious orientation, cultural background, and presenting problems.

Health Coaches need to cover a host of pertinent topics, including the psychology of motivation and how best to structure a coaching approach based on how a client presents their needs.

present value -LRB-... accounts receiv... Potential customer or client qualified on the basis or his or her buying authority, financial capacity, and willingness to buy.

You can readily offer different pricing models to different clients based on the number of students, location, and present market trends.

But these are Pewaukee High School students tweaking the final project for their global business class, which they'll present to their client, a Waukesha - based dental technology firm, the following week.

The performance information displayed here is calculated on a daily time - weighted basis, including cash, dividends and earnings distributions, is presented «net of fees,» and reflects the deduction of IB Asset Management advisory fees, Interactive Brokers LLC brokerage and other commissions and expenses that a client will have to pay if he invests in any of these portfolios.

There's certainly a hint in there that Canaccord, with its strong book of deals and deep client base, could present a genuine challenge to other Canadian online brokerages who cater to active trading clients — in particular options trading clients.

This partnership will add value to Royal Jet's present air charter client base and create a total luxury travel solution for those seeking vacations outside of the present charter business.

The partnership will add value to Royal Jet's present air charter client base and create a total luxury travel solution for those seeking vacations outside of the present charter business.

The first thing to do is to ensure the business owners are up to speed and understand the threat profile of the firm based on the data which it keeps, the clients which it keeps, the markets in which it operates and the geographies in which its present.

As the new J - Codes guidance explains: «If the advantages of the electronic production of bills are to be maximised, it is important that a fee - earner's time entries should form the basis not only of a solicitor's bill to the client but also of any bill to be presented for assessment by the courts... Otherwise, as at present, every entry in a bill for assessment is simply a manual repetition of something that has already been inputted electronically in the firm's time recording system.

They have data that's summarily presented that a client can potentially use sort of on the spot, and in evaluating whether or not they need legal services, and providing a base level of information to our clients, so they have the knowledge and the comfort to make decisions on actually taking a step attain an attorney.

Goldstein said that while he doesn't feel it is currently an ethical obligation, it is a matter of professional responsibility: «The service I provide to clients is based on presenting the latest, most efficient and cost - effective options that allow me to maximize my experience and knowledge as a lawyer with individual clients.»

A fact - based report is presented to the client for use in court.

The best advice that I offer to my clients is to make sure that they do not over leverage themselves, that they study current market trends, and that they base investment decisions on present market conditions and not future speculation.

Paul qualified as a solicitor in 1996, and has two decades of experience advising clients of national member organisations, professional bodies, EAP's, global insurers, affinities, and SME's, in Employment Law, HR and ER issues, and also presenting seminars to national audiences, and writing regular journal and newsletter based articles.

We work to understand the science behind any toxic tort claim along with the legal issues presented, to make sure our clients are not branded with liability based on fears or popular misconceptions.

Third Circuit grants plaintiffs» petition for permission to appeal in case challenging the lawfulness of GSK's diversity re-removals of state court Paxil personal injury cases more than one year after the cases were filed in state court: This afternoon, a three - judge panel of the U.S. Court of Appeals for the Third Circuit entered an order granting my clients» petition for permission to appeal in a case presenting the question «Whether a defendant may remove a case a second time based on diversity jurisdiction more than one year after the commencement of the case?»

[20] The Court was presented with three possibilities for recognizing the journalist - source privilege in the context of a criminal investigation: a constitutional privilege rooted in s. 2 (b) of the Canadian Charter; a class - based privilege, analogous to solicitor - client privilege; or a privilege recognized on a case - by - case basis according to the four - factored Wigmore framework.

I see a bright future, not far from today, where Canadian Law Societies band together to invest in Watson - based solutions to prepare legal briefs directly for clients, who would then take those briefs to barristers to review them and present them in court.

We advise on the whole range of EU competitor, regulatory and trade law issues and devise innovative and successful legal solutions to the problems that our diverse client base presents.

About Blog LAPG will present well taken objections to the reform package, based on the impact of the reforms on the interests of clients, sound economic argument and the public interest.

Since the Great Recession of 2008, sustained pricing pressure from corporate clients and rapid technological leaps have combined to create the present environment in which law firms and corporate legal departments are not just open to technology - based solutions to problems formerly overcome by brute lawyer - hours, but actively inviting them in.

Contoural creates a metrics - based information governance strategy that helps clients gather, retain, and present information in ways that allow employees to store, search and locate what they need efficiently, while helping clear out the clutter of unwanted, unneeded low - value information.

Due to the different client bases that BitMEX (retail), and the CME (professional investors) serve, the price discrepancies between two futures contracts with the same underlying will present enormous opportunities to generate arbitrage profits.

Presented and clearly explained insurance policy options to clients based on their needs

Presented and clearly explained insurance policy options to clients based on their needs and goals.

By promoting your credential to organizations, your peers and the public at large, you are able to present your base of knowledge, skills and experience to those you serve (students and clients).

Based on how you present your cover letter, you stand a chance to be considered as a prospective client.

They should be comfortable with suggesting menu options, presenting food samples at the client's request, and working with clients to change menu items based on dietary restrictions or individual preferences.

Assembled work packages and presented scope of work and drawings to client and construction teams on regular basis.

ERP Consultants, New York From 2004 to present ERP Consultant Working as an ERP consultant in this ERP consultancy and solution based company; responsible for leading a team of 5 people efficiently; responsible for providing advice regarding ERP, provide advice and help to various manufacturing and commercial organizations; responsible for updating and replacing ERP software; responsible for understanding client functional requirements

Design and organize client meetings and events including all venue / vendor sourcing and budget management.Selected accomplishments: • Increased client referrals 25 % by conducting in - person meetings and consistent client management • Acquisition of 2 major national client contracts in 3 months through presented sales proposals • Created cohesive company marketing collateral packages including logo development & printing • Streamlined client file organization by the creation of excel based spreadsheets to track client contact & sales resultsBusiness Development Project Manager, Company Name1 / 2006 — 5 / 2007Appointed lead business development strategist for initial contact with new clients.

It is common for Freelance It Consultants to work on a project basis; their main responsibilities are determining client requirements, defining project scope, understanding client's business, presenting solutions to clients, training end users, monitoring work progress, and maintaining client contacts.

Randstad, Rocky Mount • NC 2000 — Present Branch Manager / Senior Agent Served as Branch Manager, managed business development and performed cross selling to existing client base.

Activities these contractors complete on a daily basis include collaborative with creative teams, developing original ideas and presenting them to clients, managing projects, commissioning the work of other specialists, and attending production meetings.

Based on our collection of resume samples, typical work activities performed by Content Writers include performing research, presenting succinct and interesting facts, using bulleted and numbered lists, embedding links, communicating with clients, following editorial guidelines, and adjusting work according to client requirements.

Typical job duties highlighted on a Creative Consultant example resume are determining client needs, coming up with original ideas, presenting ideas to clients, adapting work based on client feedback, and writing ad copy.

ETIPS - Electronic Timesheet and Invoice Processing System is a web based system to reduce the cost of processing timesheets and invoices by presenting clients with a single, 100 % accurate consolidated weekly invoice.

Usual work activities described in a Senior Systems Analyst resume sample are networking with clients, analyzing business environments, developing solutions, presenting proposals to clients, implementing projects, adapting solutions based on client feedback, and making sure projects are completed in time and within budget.

• Demonstrated expertise in influencing and persuading clients to invest into new homes by performing marketing duties • Highly experienced in presenting new homes to prospective clients through effective presentation skills • Proven record of efficiently and effectively following up on powerful leads and ensuring that they are converted into business • Effectively interprets, analyzes and evaluates information relative to selling techniques and potential home buyer concerns • Exceptional judgement based on determining clients» concerns and making competent decisions to assist them in reaching their home buying goals • Deep insight into initiating prospecting and marketing campaigns to attract new customers • Qualified to proactively create and initial rapport with clients and anticipate their home buying requirements • Track record of demonstrating model homes and home sites to customers, focusing on their specific needs and building up on what is being offered • Hands - on experience in drawing up home buying contracts by keeping within the confines of procedure and protocol • Highly effective in following up with existing clients to determine their new home buying needs and to ask for referrals • Deeply familiar with explaining principles, interest payments, taxes and insurance information to ensure that clients are aware of all new home buying legalities before investing into a deal

IT Asset Coordinator Roush Enterprises, Fairbanks, AK 5/2014 — Present • Plan, monitor, procure and record client based hardware assets to ensure compliance with company policies • Develop and implement procedures for tracking IT assets to oversee quality control throughout leased and purchased lives • Use appropriate tools and work closely with procurement departments to ensure that all IT asset management directives are handled according to protocol • Identify personal computers and related peripherals, their present locations, operating system versions, and lease cycles • Produce and submit compliance reports and assist with the development of procedures and policies to ensure replacement and deployment policies are followed • Assist in establishing and maturing processes for clients» asset management life cycles • Administer hardware deployment work and preservation and refreshment of assets based on established guidelines • Create and revise existing IT asset management, technology refresh and procurement related documePresent • Plan, monitor, procure and record client based hardware assets to ensure compliance with company policies • Develop and implement procedures for tracking IT assets to oversee quality control throughout leased and purchased lives • Use appropriate tools and work closely with procurement departments to ensure that all IT asset management directives are handled according to protocol • Identify personal computers and related peripherals, their present locations, operating system versions, and lease cycles • Produce and submit compliance reports and assist with the development of procedures and policies to ensure replacement and deployment policies are followed • Assist in establishing and maturing processes for clients» asset management life cycles • Administer hardware deployment work and preservation and refreshment of assets based on established guidelines • Create and revise existing IT asset management, technology refresh and procurement related documepresent locations, operating system versions, and lease cycles • Produce and submit compliance reports and assist with the development of procedures and policies to ensure replacement and deployment policies are followed • Assist in establishing and maturing processes for clients» asset management life cycles • Administer hardware deployment work and preservation and refreshment of assets based on established guidelines • Create and revise existing IT asset management, technology refresh and procurement related documentation

OUTFITTERS, Chicago, IL Clothing Sales Associate (November 2013 — Present) • Maintain updated knowledge regarding various articles» features and specifications • Direct customers to the try room for size checking • Guide the customers regarding size details and measure the clothes for them upon request • Assess the customers» needs and make relevant suggestions • Create visually appealing product displays • Upsell products by effectively using client base

About Blog LAPG will present well taken objections to the reform package, based on the impact of the reforms on the interests of clients, sound economic argument and the public interest.